Excited to join Flex Financial Planning, Walia will support the team to bring superior service to our clients as a Client Service Associate. With over 20 years in the investment industry, her experience spans positions in administration, compliance, project management, operations and marketing. Walia values quality relationships through client service which has been integral throughout her career. Her career has been molded through solo practices, multi-advisor companies and wire houses, as well as her previous cosmetology and retail professions.
Walia spends quality time enjoying movie and game nights with her children and grandchildren, experimenting with a variety of recipes and DIY projects. She has also added solo traveling as she explores locations near and far. Currently, Walia is in search of the perfect furry co-pilot.